2025 Business Planning & Database Marketing
January 16, 2025 @ 2:00 pm - 3:00 pm
Are you happy with your 2025 business plan? Do you know how you’re going to market yourself, to whom and what to say? Do you wish it was a little easier to get past the blank planning workbook to a place where you are excited to actually DO the things you want to do? If you’re tired of boring business planning workshops (you’ve already listed your goals after all) and would prefer a fast-paced session that goes through the Plan-to-do things and then provides strategies you can use to complete the steps, this mashup of Business Planning and Database Marketing is it. We’ll cover: Then transition to: Location: BCAR, 5051 Main St, Shallotte Instructor: Greg Fischer, Pinnacle Mortgage Corp.
Your Plan Foundation
Break down the Units and goals that YOU need to achieve
Marketing and Lead Gen tactics to help you get there
SWOT analysis
Organizing your database
How to build Database (Sphere) marketing into your Plan to reach those goals
Key activities to the Database Marketing Plan
Choosing the CRM that you’ll USE
Tracking and measuring to improve your results.
Ways to leverage your partnerships to help make it all easier to achieve.
Cost: Free
